The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 380 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Lanzone: Yahoo owns 25% of Taboola after shifting native ad supply
“And then to, we did this deal where we took 25% of Taboola, and we shifted all of our native advertising supply to them.”
Lanzone: Yahoo cut 20% of staff during ad tech restructuring
“So with that came the reduction of 20% of our workforce who are associated with those products.”
Petersen: Flexport uses OpenAI and Adept APIs for discrete workflow tasks
“We, we've actually using OpenAI's APIs as well as a company called Adept which their CEO used to be the head of engineering for OpenAI and so they, but we're using these, the thing that's working for us is that the fact that we've taken, you know, a complex tr…”
Intel plans to merge Ponte Vecchio and Gaudi into one product line
“And Ponte Vecchio and Gaudi, we're bringing those together into a single product line, you know, going forward, because we're going to compete in that space as well.”
Internet fame as a Jewish person brings constant antisemitic abuse
“And one of the weird things about being Jewish and getting internet famous is, like, most of your online experience is people saying, like, horrible things about Jews.”
Priceline Generates AI Marketing Content for Top 1,000 Global Destinations
“So we've taken the top 1000 city destinations in the world and have been systematically creating content in those three different channels I talked about.”
Priceline Saw Mixed Results in Generative AI Code Automation Pilot
“So we've just recently completed a pilot of a product that played in the generative AI space as it pertains to code automation. And quite frankly, we had mixed results.”
McCullough: Ride Home AI Fund has made only one application-layer investment
“Our thesis has been to go after the productization of stuff. So like what is the Airbnb or the Uber of this paradigm shift? I would say by our definition, we've only made one of those types of investments and all of the other investments right now have sort of…”
Vogt: Vehicle manufacturing is the biggest limitation to scaling Cruise in 2023
“Yeah, we're not done. There'll be more this year. And you know, that that's because next year we're going to be manufacturing a lot of vehicles and you know, that's our biggest limitation to scale right now.”
Murdock: Google's Gemini accepts and outputs both text and images natively
“One of the really important areas it's touching on is what we call multi-modality. It's a bit like the human senses you just described. We can kind of use all our human senses together and combined to achieve the goal where we're setting out to. So it will bri…”
Murdock: DeepMind compares its AI mission to the Apollo project
“I think the comparison that I often hear is actually of the Apollo project, the space project... Well, maybe, maybe I hear it more because that's actually how Google DeepMind, we often think about it and talk about it.”
Ramaswamy: Google merged organic and paid shopping to eliminate duplicate search engines
“Google used to have organic shopping. I famously made combined organic shopping and paid shopping because I was like, all of this is commercial content. I can't have four search engines on one search page. With organic shopping, paid shopping paid text adverti…”
Teller: More than half of X's current projects target climate change
“More than half of what we're doing right now is in the climate change space, but not because I mandated that, but because that's what people were excited about”
Teller: Alphabet X shut down Project Foghorn over $15-per-gallon floor
“This project was called Foghorn. Like, that felt like a real save the world moment. It was actually working. And we could not convince ourselves we were going to get it cheaper than about 15 dollars gallon of gas equivalent. And that's just not going to save t…”
Lemoine spent between 1,000 and 2,000 hours conversing with LaMDA
“Ballpark somewhere between a 1002 thousand.”
Wood: Project Liberty uses blockchain for permissioning, not data storage
“So at least with Project Liberty, this is, the blockchain isn't going to be used as like a means of, like a data depository. It's really more as, like, a permissioning infrastructure. And then all of the data stuff comes on top of that. Like, all of the data s…”
Callaghan: Channel 5 is demonetized on YouTube and relies solely on Patreon
“All of our stuff's demonetized. We only make money through Patreon.”
Ramaswamy: Neeva will never use ads, affiliate links, or data sales
“Subscription search was the way to create a superior product and having really squeaky clean business principles, not just around no ads, but also around things like no affiliate links ever, No data getting packaged and sold ever being privacy first.”
Ramaswamy: I led the transition making Google Shopping an entirely paid property
“I was also the exec that was in charge of making all of the shopping property into a paid property.”
Prince: Cloudflare is collaborating with Shopify and payment giants on AI commerce
“I'm spending a lot of time with, you know, Shopify you know, PayPal, Visa, MasterCard, American Express you know, Intuit, the companies that actually deal with these small businesses and saying, how can we bring together the tools in order to make sure that th…”
Campbell Brown discloses investment in Tollbit
“There are companies, one that I am an investor in called Tollbit, that are trying to build marketplaces where you can purchase content, you know, based on use”
Brockman: Non-technical OpenAI staff use Codex as general-purpose agents
“You can hook up, like I hook up my codecs to Slack, to my Gmail, to my calendar, and there are many people within OpenAI, non-technical users, you know, it's got code in the name, but it's not really about code. It's really about having this general purpose to…”
Brockman: OpenAI employees barely use email, preferring Slack and Codex
“Within OpenAI, we basically have the same level of penetration now and usage of slack. Right. It's like everyone in opening eyes like an entirely slack based company. We do not use email for the most part. It's like really like if you're not on slack, you're n…”
Levie: Box's latest AI agents use up to 5 million tokens
“When we launched our first kind of AI use case within box, our product, The average number of tokens that was being used on a task was like 5010 1020 thousand tokens. Now our latest agents might use a million tokens or five million tokens on executing a task.”
Dolan: PwC control plane technology routes enterprise tasks to cheaper models
“So if somebody was coming to us with a cheaper model, a hundred percent, the direction of travel would go, you know, to that. And we've even built that into some of our control plane technology. So there's selectivity of model and there's also recommendations …”
Campbell: Hyland requires agent passports before deploying AI agents
“Every agent in the Highland system has what we call an agent passport. This is basically the declaration of what this agent can do, what its role is, what information it can access, what privileges it has. So all of that is defined and nothing gets deployed in…”
Campbell: Enterprise AI architectures need instant kill switches for agents
“The other advantage of the agent control tower is that it provides what we call kill switches. So If you don't want an agent doing anything anymore, you can immediately shut it down, and it will completely stop.”
Srinivasa: Erie Insurance created an AI office to monitor token usage
“What we are setting up in our organization is there is an AI center of excellence and AI business office, similar to how cloud used to have a cloud business office whose primary responsibility to watch how people are picking up compute on a self-service mode. …”
Himel uses autonomous agent OpenClaw to generate weekly nanny schedules
“Every Sunday right now, I have my claw go and help create a schedule for the week that I then send to our nanny, which has, you know, the kids schedule each day of the week and does that automatically.”
Himel: Meta began Orion AR development immediately following the Oculus acquisition
“At the time when we acquired Oculus, part of the rationale was there was a research division led by Michael Abrash that was looking at augmented reality technologies. Augmented reality translates into glasses and wearables. And right out of the gate, we starte…”
Ulta offloaded routine HR tasks like W-2 checks to AI bots
“So we looked at my team's Like, top contact drivers, and we did go through that list and determined, you know, just that conversation of what are we comfortable with completely, you know, offloading to a bot? What do we think is so benign that we're okay with?…”
Ulta reached 65,000 employees and couldn't keep throwing headcount at HR
“We've grown so much, and we had 65,000 associates that we were supporting, and we no longer could throw more headcount at our support processes, and we could no longer add more work to my team's plate.”
Ulta plans to use AI agents for employee onboarding and promotions
“Well, I mentioned we're moving we're gonna move our corporate internet, right, with beside HR, our store operations team and then after that we're gonna move to employee life cycles, right, so we're gonna use, hopefully use AI to help onboard new employees, an…”
Hinton: I Have Stopped Active Research to Focus on AI Dangers
“I pretty much stopped doing active research. I'm now just focusing on warning people about the dangers.”
ServiceNow runs fine-tuned models on internal GPU clusters using NVIDIA software
“We have a range of models that we use for different use cases from the frontier models to fine tune models that we're running on NVIDIA software inside of our own GPU clusters inside of ServiceNow.”
El Hallak: NVIDIA OpenShell Governs Agent Permissions and Routing at Runtime
“And we have a, an open source secure runtime that's just between the infrastructure and the agent. And what it does is it defines what an agent can do at runtime. What it has access to, what it can read to, what it can read from, what it can write to what AP, …”
Romack: ServiceNow runs an AI Control Tower monitoring all internal agents in real time
“So we have a AI control tower that we can look at any point in the day, see how many AI agents are running, both ServiceNow and third party, what the adoption is, how, how people are using that, what the metric is, and what the values created, and what the lon…”
Cuban: I built Cost Plus Drugs price monitoring in 12 minutes
“For Cost Plus Drugs, I like to compare our pricing to other competitors, and I just went in the cloud and said, okay, go to these three sites. Here's a list of all the products that Cost Plus Drugs carry. Take the top 25 most expensive, and every week I want t…”
Michael: Pentagon Counter-UAS task force is developing lasers and electronic warfare
“We have a counter UAS, counter unmanned systems task force that's looking at everything from lasers, directed energy, which is one of my critical priority areas, to how do you do electronic warfare on these things to take them down.”
Saint-Marc: Cisco open-sourced a multi-agent SRE system called CAIPE
“We entirely, so in my team, we've actually built our own agentic SRE system. It's a multi-agent system. It's called CAPE, C-A-I-P-E and we've entirely open sourced it with from with a group called Canoe, C-N-O-E”
Bose: Asana chose Anthropic's Claude Opus model for AI Teammates
“Across Asana AI, we use both OpenAI and Anthropic models, in particular for the AI teammates launched. We have chosen Anthropic's Opus through .6 model and that's what we're launching with right now.”
Bose: Asana uses OpenAI for chat, but Anthropic for AI Teammates
“We are not using OpenAI right now for AI teammates, but we are using it in other parts of Asana AI where those models have Been proven to be either cost efficient or highly performant for those use cases within our AI studio capabilities or street AI chat capa…”
Brockman: Speech-to-speech interface shares OpenAI's core model architecture
“Having a great speech to speech interface. That is something that also is going to make this technology very usable and very useful, but it's not a different branch of the tech tree. It's all kind of one model. And we just sort of tweak that in slightly differ…”
Brockman Focused Primarily on OpenAI GPU Infrastructure Over Past 18 Months
“And that's where I've actually been spending most of my efforts over the past. 18 months has been really focused on our. GPU infrastructure on supporting the teams that do all of the training frameworks to scale up at these big runs”
Manyika: Google DeepMind develops specialized AI models for Waymo's autonomous driver
“And then you've got all these other, you know, special kind of ambitious projects working on things like Genie build world models. You've got work going on to build special things for Waymo and enhance the models that Waymo's that lead to Waymo, the Waymo driv…”
Kripapuri: Promevo generated multi-year departmental OKRs with Gemini in one hour
“We actually use Gemini to actually feed this into it. We actually fed this into our plans for twenty-twenty-six, and the OKRs by department aligned with our overall strategic objectives for a three-year time zone and the twenty-twenty-six plan, we did this in …”